See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,831 | $57,354+13.0% | $83,848-22.7% | $64,186+1.0% |
| Participation rate | 53.3% | 68.6%-15.3pp | 76.1%-22.8pp | 69.6%-16.2pp |
| Annual return | -4.40% | 11.38%-15.8pp | 850.88%-855.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $987 | $2,545-61.2% | $3,631-72.8% | $2,381-58.5% |
| Participant deferral / active EE | $2,483 | $2,993-17.1% | $4,082-39.2% | $3,470-28.4% |
| Admin fee / account holder | $2,359 | $4,046-41.7% | $5,478-56.9% | $4,888-51.7% |